Morningstar, Inc.
MORN- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001289419
In the last 90 days, Morningstar, Inc. insiders filed 0 open-market purchases and 8 sales; 420 institutions reported holding it in 13F filings for Q2 2026, worth $3.79B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Morningstar, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 464
- +18 vs. Q4 2024
- Shares held
- 25.3M
- −331.7K (−1.3%) vs. Q4 2024
- Total value
- $7.57B
- −$1.04B (−12.1%) vs. Q4 2024
- New holders
- 66
- 192 more added
- Sold out
- 48
- 132 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MORN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 420 | $3.79B |
| Q1 2026 | 447 | $3.99B |
| Q4 2025 | 475 | $5.27B |
| Q3 2025 | 452 | $5.78B |
| Q2 2025 | 481 | $8.05B |
| Q1 2025 | 464 | $7.57B |
| Q4 2024 | 451 | $8.67B |
| Q3 2024 | 412 | $8.25B |
| Q2 2024 | 393 | $7.63B |
| Q1 2024 | 385 | $7.92B |
| Q4 2023 | 353 | $7.22B |
| Q3 2023 | 325 | $6.17B |
| Q2 2023 | 294 | $4.79B |
| Q1 2023 | 302 | $4.85B |
| Q4 2022 | 318 | $5.14B |
| Q3 2022 | 311 | $4.99B |
| Q2 2022 | 325 | $5.67B |
| Q1 2022 | 336 | $6.41B |
| Q4 2021 | 341 | $7.92B |
| Q3 2021 | 318 | $5.83B |
| Q2 2021 | 295 | $5.62B |
| Q1 2021 | 309 | $4.83B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Morningstar, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 5,316 | $1.59M | 0.05% | −95−1.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,200 | $1.56M | 0.20% | +49+1.0% | Added |
| New Mexico Educational Retirement Board | 5,200 | $1.56M | 0.06% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 5,066 | $1.52M | 0.04% | +5,066 | New |
| Portside Wealth Group, LLC | 4,998 | $1.50M | 0.24% | −197−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 5,848 | $1.49M | 0.00% | +29+0.5% | Added |
| Bradyco, Inc. | 4,864 | $1.46M | 1.11% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,819 | $1.45M | 0.38% | +26+0.5% | Added |
| Ofi Invest Asset Management | 5,053 | $1.40M | 0.04% | −647−11.4% | Reduced |
| Utah Retirement Systems | 4,420 | $1.33M | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 4,317 | $1.29M | 0.00% | +33+0.8% | Added |
| Martin Capital Advisors, LLP | 4,202 | $1.26M | 0.90% | −250−5.6% | Reduced |
| Johnson Investment Counsel Inc | 4,202 | $1.26M | 0.01% | −11−0.3% | Reduced |
| Blair William & Co | 4,146 | $1.24M | 0.00% | +10.0% | Added |
| Gotham Asset Management, LLC | 4,104 | $1.23M | 0.01% | +1,509+58.2% | Added |
| Consolidated Press International Holdings Ltd | 4,100 | $1.23M | 0.22% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,076 | $1.22M | 0.00% | +216+5.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,043 | $1.20M | 0.01% | +1,806+80.7% | Added |
| Atom Investors LP | 3,960 | $1.19M | 0.15% | +3,960 | New |
| JustInvest LLC | 3,888 | $1.17M | 0.02% | +233+6.4% | Added |
| Colony Group, LLC | 3,838 | $1.15M | 0.00% | +35+0.9% | Added |
| Grandeur Peak Global Advisors, LLC | 3,815 | $1.14M | 0.13% | −2,684−41.3% | Reduced |
| Level Four Advisory Services, LLC | 3,781 | $1.13M | 0.05% | +76+2.1% | Added |
| Gibbs Wealth Management | 3,728 | $1.12M | 0.27% | +666+21.8% | Added |
| Accretive Wealth Partners, LLC | 3,794 | $1.11M | 0.39% | +383+11.2% | Added |
| Centiva Capital, LP | 3,623 | $1.09M | 0.06% | +3,623 | New |
| Simon Quick Advisors, LLC | 3,555 | $1.07M | 0.06% | +215+6.4% | Added |
| Polen Capital Management LLC | 3,534 | $1.06M | 0.00% | −372−9.5% | Reduced |
| Bessemer Group Inc | 3,483 | $1.04M | 0.00% | −169−4.6% | Reduced |
| Mackenzie Financial Corp | 3,372 | $1.01M | 0.00% | +656+24.2% | Added |
| Advisor Group Holdings, Inc. | 3,363 | $1.01M | 0.00% | +37+1.1% | Added |
| Campbell & CO Investment Adviser LLC | 3,325 | $997.1K | 0.08% | +3,325 | New |
| Janney Montgomery Scott LLC | 3,282 | $984.0K | 0.00% | −164−4.8% | Reduced |
| Diversify Wealth Management, LLC | 3,402 | $960.5K | 0.07% | +581+20.6% | Added |
| Susquehanna International Group, LLP | 3,195 | $958.1K | 0.00% | −1,358−29.8% | Reduced |
| Point72 (DIFC) Ltd | 3,064 | $918.8K | 0.09% | +2,945+2,474.8% | Added |
| Bradley Foster & Sargent Inc | 3,021 | $905.9K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,959 | $887.3K | 0.01% | +54+1.9% | Added |
| Atria Investments LLC | 2,957 | $886.6K | 0.01% | −297−9.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,951 | $884.9K | 0.01% | −80−2.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,952 | $874.3K | 0.01% | +285+10.7% | Added |
| Legacy Advisors, LLC | 2,905 | $871.1K | 0.09% | −42−1.4% | Reduced |
| Davy Global Fund Management Ltd | 2,849 | $854.3K | 0.10% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 2,792 | $837.3K | 0.64% | +228+8.9% | Added |
| Public Employees Retirement Association of Colorado | 2,787 | $836.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 2,757 | $826.7K | 0.08% | +500+22.2% | Added |
| HB Wealth Management, LLC | 2,733 | $819.5K | 0.01% | +2,733 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2,679 | $803.4K | 0.00% | +2,679 | New |
| Fox Run Management, L.L.C. | 2,677 | $802.8K | 0.12% | −2,134−44.4% | Reduced |
| Gsa Capital Partners LLP | 2,669 | $800.0K | 0.07% | +2,669 | New |
| Covey Capital Advisors, LLC | 2,604 | $780.9K | 0.90% | −3−0.1% | Reduced |
| Creative Planning | 2,570 | $770.7K | 0.00% | −120−4.5% | Reduced |
| Ethic Inc. | 2,481 | $748.0K | 0.02% | −97−3.8% | Reduced |
| Loomis Sayles & Co L P | 2,482 | $744.0K | 0.00% | −10.0% | Reduced |
| Advisory Services Network, LLC | 2,468 | $740.1K | 0.01% | −365−12.9% | Reduced |
| SG Americas Securities, LLC | 2,458 | $737.0K | 0.00% | +1,819+284.7% | Added |
| Planning Alternatives Ltd | 2,407 | $721.8K | 0.11% | +153+6.8% | Added |
| Twinbeech Capital LP | 2,381 | $714.0K | 0.01% | +2,381 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,377 | $712.8K | 0.00% | +2,377 | New |
| Bryce Point Capital, LLC | 2,365 | $712.3K | 0.54% | −636−21.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,360 | $708.0K | 0.10% | +500+26.9% | Added |
| R Squared Ltd | 2,240 | $671.7K | 0.72% | +2,120+1,766.7% | Added |
| Cetera Investment Advisers | 2,206 | $661.6K | 0.00% | +129+6.2% | Added |
| Integrated Wealth Concepts LLC | 2,163 | $648.6K | 0.01% | +2,163 | New |
| Gateway Investment Advisers LLC | 2,128 | $638.1K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,115 | $634.2K | 0.00% | −99−4.5% | Reduced |
| J.W. Cole Advisors, Inc. | 2,109 | $632.5K | 0.02% | +2,109 | New |
| Illinois Municipal Retirement Fund | 2,085 | $625.2K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,080 | $623.7K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,012 | $603.0K | 0.00% | +191+10.5% | Added |
| Benjamin Edwards Inc | 2,009 | $602.7K | 0.01% | +309+18.2% | Added |
| Deutsche Bank AG | 1,923 | $576.6K | 0.00% | +125+7.0% | Added |
| Jain Global LLC | 1,916 | $574.6K | 0.01% | +1,916 | New |
| Equitable Trust Co | 1,871 | $561.1K | 0.03% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,810 | $542.6K | 0.24% | +3+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,802 | $540.3K | 0.00% | +159+9.7% | Added |
| Procyon Private Wealth Partners, LLC | 1,801 | $540.1K | 0.03% | −150−7.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,791 | $537.1K | 0.00% | −124−6.5% | Reduced |
| Jefferies Financial Group Inc. | 1,783 | $534.7K | 0.01% | +1,783 | New |
| Y-Intercept (Hong Kong) Ltd | 1,748 | $524.2K | 0.04% | +1,748 | New |
| United Services Automobile Association | 1,765 | $522.6K | 0.02% | +1,765 | New |
| AE Wealth Management LLC | 1,720 | $515.8K | 0.00% | +1,720 | New |
| Park Avenue Securities LLC | 1,629 | $489.0K | 0.01% | +165+11.3% | Added |
| Seeds Investor LLC | 1,620 | $485.8K | 0.14% | −642−28.4% | Reduced |
| Great Valley Advisor Group, Inc. | 1,559 | $467.6K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,546 | $463.7K | 0.00% | +93+6.4% | Added |
| Dearborn Partners LLC | 1,546 | $463.6K | 0.02% | +216+16.2% | Added |
| Petrus Trust Company, LTA | 1,542 | $462.4K | 0.04% | +545+54.7% | Added |
| Mariner, LLC | 1,540 | $461.9K | 0.00% | −165−9.7% | Reduced |
| Franklin Resources Inc | 1,529 | $458.5K | 0.00% | +46+3.1% | Added |
| Dundas Partners LLP | 1,522 | $456.4K | 0.03% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 1,540 | $456.0K | 0.06% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,510 | $455.3K | 0.09% | +1,510 | New |
| Welch & Forbes LLC | 1,509 | $452.5K | 0.01% | −100−6.2% | Reduced |
| Dempze Nancy E | 1,494 | $448.0K | 0.27% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,489 | $446.5K | 0.17% | +93+6.7% | Added |
| Connable Office Inc | 1,470 | $440.8K | 0.05% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,450 | $434.8K | 0.03% | +60+4.3% | Added |
| CIBC Asset Management Inc | 1,355 | $406.3K | 0.00% | +28+2.1% | Added |
| Machina Capital S.A.S. | 1,301 | $390.1K | 0.12% | +484+59.2% | Added |